Member Info for BwanaMakubwa

Meant EBITDA...

Chrisar-that measures up with my estimate.I get 200 euros EBIDA this year on my calculation....but thesis only my calculation-maybe wrong.

Looking for research coverage in France in order to get French institutions on board-sensible move. Numis in UK, Oddo in France-they are a respected research house there.

With respect no RNS needed or likely on Winterplex as this news is already in the public domain.

Hi Wilson ,no problem at all.Good to see such responsible shareholders on this board all with good input, makes a refreshing change from usual LSE chats.Yes voted yesterday.

Whatsnotnewsyet-bloody good question.Assuming things continue to go to plan will start to sell at around £13 and would aim to be out at £15.However,as the company gets better known and the share price moves higher the stock may get more volatile, offering trading opportunities.So far I have only bought initiating relatively late (compared to some of you Guys) at £3.90 and paying as much as £4.23.

I mean Numis not Numismatic- hate spell check.

Look at it like this.If Numismatic can persuade 5 institutions to put in £5 million each into Novacyt In the next 2-3 weeks that is an additional £25 million or 10.9 million shares to buy.We had good volume on Friday of 476,000 shares or roughly £2 million.So 5 institutions would represent 22 days of retail volume.Expect volumes to pick up quite sharply over next few weeks with corresponding increase in price.Stock markets are very basically supply v demand.Do not let you hard earned shares become supply for institutions.

With Numis on board we will see the share register switch from pretty much 100% retail to a much broader institutional base. The type of funds that buy this share are mostly the small cap funds looking for £2-5 million type positions. As this happens the share price will motor on-institutionalisation of a share register is a very powerful thing.Institutions will not be put off by the historic rise of the share price because the Novacyt equity is so cheap on an EV/EBITDA basis or on a simple P/E. The CEO has already successfully sold several public companies including Biocompatibles meaning there is a strong chance we will be sold within 12-18 months. I for one am very happy to see the management incentivised by big cash bonuses-they deserve it, look at the value they are creating for all of us.

The key thing today is that Novacyt are doing a zoom call to potential institutional shareholders.There are currently no institutions on the register.Legal & General did hold,but are now gone and Octopus is more a VC than a institutional investor.Once management starts to penetrate the institutional market this thing will fly and with Numismatic on board they finally have a very well connected institutional broker.

I am currently 5 hours behind London and have just seen the RNS about Numis.In my opinion this is very significant and I had been wondering when they were finally going to appoint a proper broker.SP Angel are fine,but very small and with no particular expertise in healthcare.More importantly they are not very institutionally connected.Numis are an excellent mid cap specialist with very good institutional connections.NCYT does not need a capital raise at the moment given the cash it is generating so I can only assume Numis have been bought in Bought in for 2 reasons.Firstly they have expertise in healthcare and secondly they will be attempting to institutionalise the share base away from Private investor domination.There are only 3 instos on the register at the moment- Legal & General,Octopus and some French one.A company with this profile would aspire to have a strong institutional shareholder base for when eventually they do need to utilise the capital markets for issuance etc.So bottom line very bullish signal.I have not posted before because I only bought in last week having done a lot of DD.

Thanks thechief1-very useful insight.

Hi Dyresearch-I think the strategy is sound enough and would have been the recommended path by the consultants.I just have serious doubts whether the management have the gravitas, acumen and experience to pull it off.Advertising yourself for sale when you have not even proved up the resource is very "schoolboy" I am afraid and will not and has not done the stock any good at all.

The problem that this Company has always had is amateur management.Though well meaning,Nick Lyth has neither mining experience or M&A experience-both are required to be a successful CEO of a speculative mining Company like ANR.Whilst the Company continues to be run by amateurs there remains a serious risk that things will not end well.As Sunlit says-running a PR campaign saying we are going to be up for sale soon once we have found out what we have got is seriously stupid and will only lead to low ball bids if anything at all.Far better to keep quiet, prove up the reserves and then quietly approach a few serious mining companies-all of whom are run by very experienced industry veterans.Advertising ourselves at this early stage is a kindergarten joke/error.

Nothing new Putney I am afraid.

But hardly an earth shattering Rns.probably the very minimum we would expect,but at least still in the game.

Gentlemen-the share price is dreadful. Worst case we all lose another 15p per share. Best case we all make �4 per share owned. Let's leave it like that. Do not pester management with millions of e-mails-they are all shareholders and feel the pressure more than we do. Let them concentrate on digging us out of the hole, rather than dealing with all our questions. Time will tell and we are nearly there.

Hi Putney-nothing new except discussions/negotiations still very much going on.I would expect very different terms though with shares at 15p-to state the obvious!!

Harsh Putneylad,if I may be so bold.Nina Amin was appointed at the request of a major shareholder-and this is an important and strategic appointment.Purcell is highly competent as is Turner.The point is that this Company listed too early.What we see here is typical of a pre-IPO company,it has all the characteristics of such a Company,the difference being at pre-IPO the public does not witness the extreme share price fluctuations we see here.This Company is not �4 per share by 2021,I will give �500 to a charity of your choice.The only caveat being that it is not taken out first.

Ha ha..there speaks a man who knows what he is talking about!! Hope Nick Lyth does too!!